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Southern Company

2,197 hedge funds and large institutions have $74.5B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 922 increasing their positions, 731 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$507M
Puts
$235M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1701
Lazari Capital Management
California
$281K
LA
1702
LexAurum Advisors
Kansas
$280K
DWAM
1703
Duncan Williams Asset Management
Tennessee
$280K
NSAM
1704
North Star Asset Management
Wisconsin
$280K
JCM
1705
Jacobsen Capital Management
Utah
$280K
BB
1706
Berkshire Bank
Massachusetts
$278K
HIC
1707
Harvey Investment Company
Kentucky
$277K
LGG
1708
Luts & Greenleigh Group
Maryland
$277K
DIP
1709
Davis Investment Partners
North Carolina
$277K
WAM
1710
Worth Asset Management
Texas
$277K
DA
1711
Dover Advisors
Virginia
$276K
MCI
1712
MRP Capital Investments
Georgia
$275K
AIC
1713
Argus Investors Counsel
New York
$275K
RW
1714
Ridgeline Wealth
Arizona
$275K
FWM
1715
FSA Wealth Management
Massachusetts
$275K
WAM
1716
WealthTrust Asset Management
Florida
$275K
IAG
1717
Ipsen Advisor Group
Arkansas
$274K
RRWA
1718
Rainey & Randall Wealth Advisors
Florida
$274K
LWA
1719
Ledgewood Wealth Advisors
New Hampshire
$274K
SIM
1720
Sentry Investment Management
Wisconsin
$274K
CAM
1721
Councilmark Asset Management
Tennessee
$273K
CFS
1722
CRA Financial Services
New Jersey
$273K
NEWAS
1723
N.E.W. Advisory Services
Wisconsin
$273K
HPIA
1724
Hamilton Point Investment Advisors
North Carolina
$273K
FWM
1725
Forefront Wealth Management
Pennsylvania
$273K